You need a DocuSign Business Pro account to connect your company's Docusign account to Sighten. If you do not have a Business Pro account with DocuSign, no problem! The connection will default to Sighten's Docusign account. You don't need to connect your own.

In Sighten

First, you need to insert your DocuSign credentials in Sighten. To do so, click on the hamburger button > Settings > Integrations and insert your DocuSign login and password in the appropriate fields.

In DocuSign

Please have your account administrator login into your DocuSign account and follow the steps below to ensure completed DocuSign envelopes return to Sighten.

1. Log in as the admin account and go to Go to Admin by clicking on the top right nav

2. Click on Connect under Account Administration in the bottom left of the screen

3. Click ADD CONFIGURATION dropdown and select CUSTOM

4. Configure the Connection with the following, required elements:

• Name:  This is name of the Connect configuration. The name helps identify the configuration in the list. 
  • Input: Engine
• URL to Publish: This is the web address and name of your listener or Retrieving Service endpoint. You must include the protocol (HTTP: or HTTPS:) in the web address for Demo account. You must include HTTPS:// in the web address for Production accounts because SSL is required in Production. 
  • Input: https://engine.sighten.io/api/remote/docusign_connect/
• Enable Log: Select this option to enable logging for this configuration. It is recommended that you enable this option to facilitate troubleshooting any problems. If you do not want to enable logging for this configuration, clear this box. DocuSign will keep the last 100 log entries for all Connect configurations for the account. The log entries can be viewed by clicking LOGS on the Connect page.

• Require Acknowledgment: Select this option to log posting failures. DocuSign waits 100 seconds for an acknowledgement before recording a failure. DocuSign logs a failure if the attempt to reach the external endpoint returns anything other than an HTTP 200. The acknowledgment failure messages are logged on the Failures page, which is accessed by clicking FAILURES on the Connect page. When this option is selected, DocuSign will automatically attempt to repost any failures. You can also manually repost from the Failures page.

• Trigger Events - Envelope Signed/Completed: Select this option so that the connected application is updated when the document has been completed by all the recipients.

(Sample)

6. Click ADD to save the configuration.

7. (Optional) Advanced settings - here are the descriptions for the options above.  If you have any questions, please don't hesitate to reach out.

• Include Document PDFs: Select this option to have Connect send the PDF documents along with the XML update. If you do not want to receive the PDF documents with the updates, clear this box. 
• Include Certificate of Completion: Select this option to have Connect include the Certificate of Completion with completed documents. If you do not want to receive the Certificate of Completion with the updates, clear this box.
• Trigger Events - Additional Events: (Only relevant for Webhooks) Select the trigger events for updating your system. There are two categories of trigger events - Document Events and Recipient Events. The difference between document events and recipient events is that document events are only triggered when the document status changes, while recipient events are triggered each time information for a recipient change